Jump$tart Coalition National Partners

ABA Foundation helps bankers make their communities better through financial education. The Foundation holds two banker-driven, youth financial education programs, Teach Children to Save and Get Smart About Credit, and also hosts the annual Lights, Camera, Save! teen video contest.

Teach Children to Save raises awareness about the important role that banks and bankers play in helping young people develop lifelong savings habits. Bankers trade in their balance sheets for blackboards and teach students personal finance skills through activities, interactive scenarios and sharing real-life experiences. The program is celebrated throughout the calendar year, with an annual day on a designed Friday during Financial Literacy Month.

Lights, Camera, Save! is a video contest that encourages young people to use the power of video to communicate to peers and others the value of wise saving and spending habits. Students may enter the contest each October and November by submitting up to a 90-second video to a local participating bank.

Get Smart About Credit helps bankers teach young adults the ABCs of wise credit use. Bankers go into classrooms, connect with youth groups and visit college campuses to help young people learn how to budget, use credit responsibly and build a positive payment history. Get Smart About Credit can take place at any time during the calendar year, with the annual day held on the third Thursday in October.

Clearinghouse Resources

• Lights, Camera, Save! Teen Video Contest
• You Could Be a Banker
• The Road to Financial Responsibility
• Money Talks Newsletter
• Reading Pays Poster
• Get Smart About Credit

The American Financial Services Association Education Foundation (AFSAEF), an affiliate of the American Financial Services Association (AFSA), was established in February 1990 as a nonprofit 501(c)3. AFSA, founded in 1916, is the national trade association for providers of financial services to consumers and small businesses.

The mission of AFSAEF is to develop educational materials promoting consumer awareness of personal money management skills and provide a forum for research on issues impacting consumer finance. These materials help the public understand the credit process, where to go for help if credit problems occur, and realize the benefits of responsible money management.

MoneySKILL® is AFSAEF’s primary personal financial education offering for students (middle school, high school, college). The free, online curriculum includes the content areas of income expenses, saving and investing, credit, and insurance.

Clearinghouse Resources

• Planet Zeee and the Money Tree
• Emma and the CosmoPhone
• Fintropolis

Bank of America is a leading financial institution, serving individual consumers, small businesses, middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 49 million consumer and small business relationships with approximately 5,100 retail banking offices and approximately 16,200 ATMs and award-winning online banking with 30 million active users and more than 15 million mobile users. Bank of America is among the world’s leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in more than 40 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Clearinghouse Resources

Better Money Habits®

The Charles Schwab Foundation’s mission is to create positive change through financial education, philanthropy, and volunteerism. More information is available at www.aboutschwab.com/community.

Clearinghouse Resources

Capitol Hill Challenge™

The Conference of State Bank Supervisors (CSBS) is the national organization of bank regulators from all 50 states, the District of Columbia, American Samoa, Guam, Puerto Rico and U.S. Virgin Islands. State regulators charter and supervise 79 percent of all U.S. banks and are the primary regulators of a range of nonbank financial services providers, including mortgage lenders, money transmitters and consumer lenders.

Founded in 1902 to further advance the ideas of professionalism of state banking departments, CSBS has evolved to facilitate a nationwide system of coordination among state and federal financial regulators. In 2006, CSBS launched the Nationwide Multistate Licensing System (NMLS), a regulatory platform for state-licensed mortgage orginators. NMLS has since expanded to include additional non-depository financial services industries as well as an online public database disclosing the licensing status of firms and individuals, including any state enforcement history.

CSBS has been an alliance partner in the FDIC’s Money Smart program since 2003. The program helps adults enhance their money management skills, understand basic financial services offered by the financial mainstream and build their financial confidence to use banking services effectively.

We’re doing education differently. From grade school through retirement, EVERFI’s interactive financial education curriculum and scalable platform empower learners of all ages to make safe, smart and informed financial decisions. We believe that knowledge powers possibility, and you should never stop learning. By bringing together the public and private sectors to change the way education is delivered, we’re equipping today’s learners with the skills they need to become tomorrow’s leaders.

What We Offer

K-12 Financial Education Offerings: Free to K-12 Teachers and Schools 
Financial capability, employability skills, social-emotional learning, digital citizenship and more. EVERFI addresses these real-world learning needs in the classroom with digital lessons that equip students with the skills they need for success, both now and in the future. Thanks to partners who share this mission, EVERFI’s online resources are available at no cost.  Educators can claim their free account and explore all that EVERFI has to offer.

Financial Services Solutions: EVERFI partners with more than 850 financial institutions to improve consumer, employee and K-12 financial capability, and to build better consumer and employee relationships.

The Latest on Financial Education: We know teachers’ time is valuable, and we want to help bring great resources and strategies to them through a series of blogs for educators of all grade levels. Check out the latest research and teaching strategies related to financial education, social-emotional learning, and well-being in the classroom.

What’s New

• *NEW* EVERFI – Financial Literacy for High School: We revamped our most popular offering to include interactive simulations, realistic scenarios, and gamification. This allows hundreds of thousands of students to learn in an engaging platform through real-life examples related to modern-day budgeting, navigating the gig economy, making e-payments and more. See why teachers are already raving about the new lessons.
• UBS Teams Up with EVERFI on Employability Skills: Through a new partnership with UBS, EVERFI offers high schoolers across the US digital lessons in college readiness, employability skills and the “soft skills” that make anyone a strong candidate for future success. Explore teaching employability skills with the Keys To Your Future program.
•  The MassMutual Foundation Excited Students with  Money Planning: The MassMutual Foundation works with EVERFI to ensure middle schoolers are future-ready through the digital course FutureSmart℠. Students begin with a financial personality quiz and select a mayoral avatar to advise virtual citizens on everyday financial situations they will face in real life. Discover why over 1.5 M students have taken the first step towards success with FutureSmart.

CLEARINGHOUSE RESOURCES

•  Vault: Understanding Money (grades 4-6)
• FutureSmart (grades 6-8)
• Venture: Entrepreneurial Expedition (7-10)
• EVERFI: Financial Literacy for High School (grades 9-12)
• Marketplaces: Investing Basics (grades 9-12)
• Keys To Your Future (grades 9-12) — updated

Fidelity Investments has a passion for sharing insights and experience that helps people live the lives they want. The same is true for the company’s involvement in financial education activities, where Fidelity focuses on volunteer efforts in teaching students the basics of personal finances through in-classroom discussion, hands-on simulation activities, and interactive games. Headquartered in Boston, Fidelity serves its customers through 10 regional offices and more than 190 Investor Centers in the United States. With 40,000-plus associates, the firm’s global presence spans eight other countries across North America, Europe, Asia and Australia who are also working tirelessly to meet customer needs. Learn more.

Clearinghouse Resources:

Five Money Musts 

The Intuit Financial Freedom Foundation is dedicated to programs and projects that promote financial literacy and independence among disadvantaged, lower income individuals, small businesses, youth and the nonprofit organizations that serve them. By donating Intuit software and online services, the Foundation helps people and organizations master their finances and bridge the digital divide. The Foundation’s signature programs are the Intuit Tax Freedom Project providing free tax assistance through their IRS Free File partnership and the QuickBooks Product Donation Program for nonprofits and small business training partners.

For information please visit www.intuitempowers.org. The site includes details about who is eligible to receive donated software as well as resources to help your organization build awareness in your community.

Clearinghouse Resources:

Intuit for Education – Educator Resources

Intuit for Education – Prosperity Quest Game

Intuit for Education – Professional Development

Intuit for Education

TurboTax Simulation

QuickBooks for Education

The National Endowment for Financial Education® (NEFE®) is a private, nonprofit foundation dedicated to improving the financial well-being of all Americans. NEFE is committed to educating Americans on a broad range of financial topics and empowering them to make positive and sound decisions to reach their financial goals

The SIFMA Foundation is dedicated to fostering knowledge and understanding of the financial markets for individuals of all backgrounds with a focus on youth. Drawing on the support and expertise of the financial industry, the SIFMA Foundation strengthens economic opportunity across communities and increase individuals’ awareness of and access to the benefits of the global marketplace through financial education programs and tools like its investment simulation, The Stock Market Game™; its national essay competition, InvestWrite®; its national invitation-only portfolio competition, the Capitol Hill Challenge; and its industry volunteer program, Invest It Forward.

The SIFMA Foundation gives teachers powerful tools to build successive generations of academically successful, financially savvy citizens. An independent study funded by FINRA discovered that students who participated in the SIFMA Foundation’s Stock Market Game program scored significantly higher on mathematics and financial literacy assessments than their peers who did not participate. The study also found that the SIFMA Foundation’s Stock Market Game program also positively influenced the financial planning of teachers using it in their classrooms.

Clearinghouse Resources

• Capitol Hill Challenge
• Invest it Forward
• InvestWrite
• The Stock Market Game

TransUnion‘s mission is to help people around the world access the opportunities that lead to a higher quality of life, by helping organizations optimize their risk-based decisions and enabling consumers to understand and manage their personal information.

By understanding our customers’ evolving needs and creating solutions that help them innovate and grow, we simultaneously create our own opportunities to reinvest and thrive.

We are committed to providing the most complete and multidimensional information available, to help our customers make the best possible choices. To achieve this, we partner with banks, healthcare providers, property managers and other appropriate companies. By painting a broader picture for our customers, they can develop and apply extremely sound and effective business strategies. We think it only stands to reason, when you continually build upon good choices, you create solid opportunities time and again.

At TransUnion, we value our customers’ success as much as our own. That’s why we go beyond credit data to offer the insights businesses and consumers need to make informed decisions and achieve great things.

We call this Information for Good^SM.

Clearinghouse resources:

Common Credit Questions

How to build a budget that works for you

How to read your credit report

How to build credit

Do student loans affect credit scores

For more than 20 years, Visa has been helping people of all ages effectively learn the fundamentals of personal finance. Visa provides free, relevant and innovative financial education resources to parents, teachers, students and consumers so they can learn the essentials of personal financial management. Practical Money Skills is an engaging educational program that informs consumers of all ages about personal finance subjects including budgeting, saving and investing.

Practical Money Skills is designed to help people practice better money management for life. Free program offerings include:

• A variety of classroom lesson plans and curriculum with presentations, student activities and classroom resources covering budgeting, saving, investing and tips for recognizing and resolving financial trouble.
• A series of mobile apps to help individuals with budgeting, tracking expenses and improving their finance habits. These apps include Peter Pig’s Money Counter, Lunch Tracker, Plan’it Prom and the Tooth Fairy Calculator.
• Easy to use, interactive calculators designed to let students explore a variety of topics ranging from the true cost of credit to the best way to build a budget.
• Fast-paced educational games geared toward all ages including the popular Financial Football game where students tackle financial questions to earn yardage and score touchdowns.
• Educational comic books developed by Visa and Marvel Entertainment, including Guardians of the Galaxy: Rocket’s Powerful Plan and Avengers: Saving the Day. These comics are available in digital and print, featuring iconic Marvel characters to make financial education entertaining and engaging for students. The new Guardians comic is available in 16 languages, while the original Avengers comic was distributed in 10 countries and available in 8 languages.
• Efforts in partnership with government officials have included a Financial Literacy Summit with the Federal Reserve Bank of Chicago and the adoption of Financial Football in collaboration with 49 state governments and the District of Columbia.
• A monthly email newsletter highlighting timely financial articles, practical money management tips and useful financial education tools.
• A “What’s My Score” program enabling college students and young adults to learn important information about credit scores, loans, renting apartments and other relevant subjects at whatsmyscore.org.
• Fully-integrated social media and mobile tools that are regularly updated with videos, resources and articles to inform both young adults and professionals about the benefits of managing their personal finances wisely.

Visa works with educators, government agencies, nonprofit organizations, leading consumer advocates and financial institutions to support financial literacy programs across the nation and around the globe. To that end, Visa is proud to partner with the Jump$tart Coalition for Personal Financial Literacy to advance personal finance learning.

Clearinghouse Resources

The Hands on Banking® program is a free, non-commercial, financial education learning center offered as a public service by Wells Fargo & Company. As an award-winning financial education program, available in English and Spanish, Hands on Banking offers essential money management tools and information for people in various stages of life—kids, teens, young adults, adults, entrepreneurs, seniors and military. Through our interactive, self-directed courses and classroom resources for educators, including lessons aligned with Common Core State Standards as well as economics, financial literacy, mathematics, and language arts standards, Hands on Banking offers tools and resources to improve financial literacy at each stage of life.

As a leading financial services company, headquartered in San Francisco, Wells Fargo is a diversified, community-based financial services company offering banking, insurance, investments, mortgage, and consumer and commercial financial services to support customers who conduct business in the global economy. Our vision is to satisfy our customers’ financial needs and help them succeed financially.